See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,620 | $111,754-86.9% | $103,333-85.9% | $145,922-90.0% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 17.86% | 24.77%-6.9pp | 24.88%-7.0pp | 561.29%-543.4pp |
| Employer contribution / active EE | $7,409 | $4,212+75.9% | $3,868+91.5% | $4,660+59.0% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $104 | $9,750-98.9% | $8,355-98.8% | $13,397-99.2% |